MCM

Marathon Capital Management Portfolio holdings

AUM $465M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.01M
3
+$1.46M
4
TTI icon
TETRA Technologies
TTI
+$1.45M
5
SSYS icon
Stratasys
SSYS
+$626K

Top Sells

1
+$4.59M
2
+$4.41M
3
+$2.91M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$2.45M
5
DFS
Discover Financial Services
DFS
+$2.28M

Sector Composition

1 Financials 35.19%
2 Technology 19.65%
3 Healthcare 10.71%
4 Industrials 10.05%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-10,000
152
– –
-7,500
153
– –
-27,250
3 4 5 6
7